A complete list of active advisors currently associated with Encompass Advisory Services, LLC

Warmer can help you find a great advisor at Encompass Advisory Services, LLC or one who fits your needs even better.

Encompass Advisory Services is a team‑based registered investment adviser serving individuals (including high‑net‑worth clients), business entities, retirement plans, trusts, and charitable organizations with financial planning, investment and wealth management, and estate‑document facilitation via a third‑party platform. The firm offers both discretionary and non‑discretionary portfolio management, standalone planning and consulting engagements, sub‑advisory relationships, and access to insurance products through supervised persons who are licensed insurance agents. Portfolios are generally constructed with allocations to mutual funds, ETFs, individual equity and debt securities, and, when appropriate, private placements, with the Firm able to delegate active management to independent managers or model portfolios. Encompass uses fundamental, technical, and cyclical analysis, conducts continuous monitoring with at least annual reviews, and consults with clients to align portfolios with risk tolerance, time horizon, and liquidity needs. The brochure highlights several features that are uncommon among similarly sized team firms: as of 12/31/2025 the Firm reported a larger non‑discretionary book (576 non‑discretionary accounts totaling $68.16M versus 431 discretionary accounts totaling $53.10M), it offers an optional estate‑document subscription (free the first year, then $49 annually), and it provides complimentary educational seminars and newsletters. The Firm also discloses a prior regulatory citation involving a supervised person for a reporting violation and notes that multiple supervised persons are licensed to sell insurance, which may create potential conflicts of interest.

To learn more about the advisors currently working at Encompass Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.